Patriot Financial Group Insurance Agency, LLC: CIB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patriot Financial Group Insurance Agency, LLC on CIB, newest first. How the timeline and the estimate are built.
Patriot Financial Group Insurance Agency, LLC held 0 CIB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -16,572 shares
13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 16,572 sharesChange vs previous 13F +8,343 shares
0.07% of the 13F portfolio, value $1,206,608.
13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,229 sharesChange vs previous 13F -50 shares
0.06% of the 13F portfolio, value $523,447.
13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,279 sharesChange vs previous 13F -23 shares
0.06% of the 13F portfolio, value $430,011.
13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,302 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $383,469.
13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).